Tier: Program
Overview
The My Team tool allows claimed programs to give members of their organizations access to edit program details, see analytics and benefit from all other claimed provider resources without every team member having to go through the process of claiming the program(s).
You can also set your team's sharing settings with this tool, should they want to share notes, goals, and additional referrals for the people they're helping.
If you haven't claimed your program yet, go to: findhelp.org/claims.
How it Works
To add members to your team. First login to the account with which you Claimed your program. Then, "My Team" under the Program Tools menu.
To add a team member, click the "Invite Team Member" button in the top right.
Enter the team member's information and choose which which program(s) you'd like to give them access to, and their permissions level. They have the same permissions, however, the Admin role will give access to this tool. Workers cannot invite new team members to join.
Click the "Send Invite" button.
To edit the permissions of an existing team member, click the Edit button on the right side of the page. Adjust permissions accordingly and click the "Update" button.
To deactivate a team member, click the "Deactivate" button on the right side of the page.
Read through the disclaimer, and click the "Deactivate" button again.
To search for a team member, type in the "Search" box.
